I took the [Maximizer CRM] Power User course. I never fully understood Maximizer's versatility in application. I now have learned many new ways to use the program and take advantage of the multitude of functions to streamline my business. - Joseph Simon, Premi-Air ClimateCare
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Maximizer CRM Education & Training
Online Training Courses
Maximizer Enterprise 9 & 9.5 (CRM) -
Opportunities Level 1
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Who should take this course:
What You'll Learn
1) Configure the Opportunity Manager
- Set-up sales teams that will work together on opportunities
- Assign values to track reasons for winning, losing, or abandoning a dea
- Create user-defined fields to track specific information related to an opportunity, such as the competition or custom technical specifications on a bid
2) Create and work through a simple sales opportunity step by step
3) Search and navigate through opportunities in progress
4) Print simple column and detailed reports to see the status
of sales opportunities
Cost and Duration
$55 $39 (USD) per user
- Maintenance Discount CANNOT be applied to Maximizer Enterprise 9 & 9.5 online training courses.
- 1 hr. 15 min. Pre-Recorded Tutorial
(Please email onlinetraining@maximizer.com for more information.)
Registration